Softwr

Proposal & Quote · head to head

Nutshell vs Pleo

Nutshell logo

Nutshell

Proposal & Quote

Easy CRM for small businesses

From
$30/month
Rated
-
Pleo logo

Pleo

Accounting & Finance

Smart company cards for forward-thinking teams

From
£9.5/month
Rated
-

The short version

  • Each has a real cost: Nutshell aI usage is metered as outcomes per user per month, from 10 on Foundation to 150 on Enterprise; Pleo card delays and transaction limits impact usability, with limited regional acceptance in some areas
  • They diverge on capability: Nutshell covers Contact management, Pleo covers Company cards.

Where they differ

Only the attributes on which Nutshell and Pleo actually diverge.

Attributes where Nutshell and Pleo differ
AttributeNutshellPleo
Starting price$30/month£9.5/month
Pricing modelsubscriptionUnknown
PlatformsWebiOS, Android, Web
CategoryProposal & QuoteAccounting & Finance
Founded20092015

Identical on both: free tier (No), user rating (Not yet rated).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in Nutshell

  • Contact management
  • Lead tracking
  • Pipeline management
  • Email integration
  • Task management
  • Reporting
  • Zapier
  • Gmail

Only in Pleo

  • Company cards
  • Receipt capture
  • Expense categorization
  • Spend limits
  • Accounting sync
  • Xero
  • QuickBooks
  • Sage

Both cover

  • Web support

What people use each for

The jobs each tool is most often brought in to do.

Nutshell

  • Sales CRM with pipeline management and email syncnot Pleo
  • Running outbound sequences and marketing from the same contact recordsnot Pleo

Pleo

  • Employee expensesnot Nutshell
  • Spending autonomynot Nutshell
  • Expense automationnot Nutshell

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Nutshell

  • AI usage is metered as outcomes per user per month, from 10 on Foundation to 150 on Enterprise
  • Custom pipelines are rationed by plan, at 5 on Pro and 10 on Business, with unlimited only on Enterprise at $79 per user per month
  • Sales automation and advanced reporting require the Pro plan at $42 per user per month
  • Four separate add ons sit on top of the seat price: marketing at $49 a month, engagement at $16 per user, prospecting at $37 and proposals at $79
  • SSO and SQL data access are Enterprise only

Pleo

  • Card delays and transaction limits impact usability, with limited regional acceptance in some areas
  • Receipt capture OCR inaccuracies and upload lag/glitches complicate expense categorization
  • Limited expense categories and tags reduce flexibility for complex accounting structures
  • Transaction approval workflows have minimal customization options
  • Lacks in-built forecasting tools and reporting is basic, providing limited insights into trends

Pricing, plan by plan

Nutshell

$30/month
  • Standard$30/month
    • Contact management
    • Pipeline tracking
    • Basic automation
  • Pro$50/month
    • Everything in Standard
    • Advanced automation
    • Forecasting
  • Plus$100/month
    • Everything in Pro
    • Advanced customization
    • API access

Pleo

£9.5/month
  • Starter$9.5/month
    • Company cards
    • Real-time expense tracking
    • Automated reports
  • Essential$39/month
    • Reimbursements
    • Mileage and per diem
    • Vendor cards
  • Advanced$89/month
    • Cashback
    • Budgets
    • Multi-entity management
  • Beyond$179/month
    • Spending insights
    • Sub-wallets
    • Dedicated success manager

Which should you pick?

Choose Nutshell if

  • You need contact management.
  • You also want lead tracking.

Choose Pleo if

  • You need company cards.
  • You work on iOS, Android, Web.
  • You also want receipt capture.

Questions people ask

Is Nutshell or Pleo better?
Neither clearly leads. Nutshell starts at $30/month and Pleo at £9.5/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Nutshell or Pleo?
Nutshell starts at $30/month and Pleo at £9.5/month.
Does Nutshell or Pleo run on more platforms?
Nutshell runs on Web. Pleo runs on iOS, Android, Web.
What is Nutshell best used for?
Nutshell is most often used for sales crm with pipeline management and email sync, running outbound sequences and marketing from the same contact records. Of those, sales crm with pipeline management and email sync and running outbound sequences and marketing from the same contact records are not what Pleo is typically brought in for.
What can Nutshell do that Pleo cannot?
Nutshell covers Contact management, Lead tracking, Pipeline management, Email integration. Pleo covers Company cards, Receipt capture, Expense categorization, Spend limits. Both handle Web support.

Answered from the vendors’ own pages

Pleo: What are Pleo's pricing tiers?

Pleo offers four pricing tiers: Starter (GBP 9.50/month), Essential (GBP 39.00/month), Advanced (GBP 89.00/month), and Beyond (GBP 179.00/month). Annual billing provides equivalent of two free months.

Source
Pleo: Does Pleo have a free tier?

No, Pleo does not offer a free tier or permanent free plan. All plans require payment with a free trial available for evaluation.

Source
Pleo: What integrations does Pleo support for accounting?

Pleo integrates directly with Xero and QuickBooks, plus Sage 200, Sage 50, Microsoft Dynamics 365 Business Central, Datev, and Visma e-conomic. Zapier integrations are also available.

Source
Pleo: What platforms can access Pleo?

Pleo is accessible via iOS and Android mobile apps, and through a web interface. Physical and virtual cards are issued for spending.

Source
Pleo: Does Pleo support multiple currencies?

Yes, Pleo supports multi-currency spending and transactions. The platform is particularly strong for European teams with local payment methods.

Source

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